IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.63M
3
+$6.89M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.28M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.05M

Top Sells

1
+$6.93M
2
+$5.99M
3
+$4.89M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$4.71M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.26M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.56%
3 Financials 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$630K 0.03%
3,990
+1,059
477
$629K 0.03%
17,189
+3,203
478
$628K 0.03%
9,390
+841
479
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4,117
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480
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12,703
-85
481
$620K 0.03%
7,059
-165
482
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6,963
-404
483
$614K 0.03%
66,060
+270
484
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25,560
+2,113
485
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23,862
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486
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2,275
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487
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+6,710
488
$611K 0.03%
2,363
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489
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12,457
-4,351
490
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1,031
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494
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24,206
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495
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7,171
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496
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13,921
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497
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11,880
+3,111
498
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29,142
+5,530
499
$594K 0.03%
6,887
-5,526
500
$594K 0.03%
18,029
-1,650
18 19
20
21 22